See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,494 | $159,602+28.1% | $150,045+36.3% | $142,382+43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.00% | 70.24%-63.2pp | 62.55%-55.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $6,000 | $4,961+21.0% | $4,693+27.8% | $4,299+39.6% |
| Participant deferral / active EE | $13,474 | $8,310+62.1% | $7,997+68.5% | $6,507+107.1% |
| Admin fee / account holder | $142,602 | $14,846+860.5% | $13,435+961.4% | $12,624+1029.6% |